Some very nice rules of thumb become perhaps not collateralizing loans with taxation-exempt ties; not to get income tax-excused bonds into the financing continues; and you may placing lent fund into the another type of account that is not related which have income tax-excused ties.
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- Even if you use the financing to order certified ties, however your portfolio has income tax-exempt securities, this might direct brand new Irs so you can disallow element of your own attract expenses.